EDITIONS Available in: • Group • Professional • Enterprise • Performance • Unlimited • Developer
Turning on Lightning Experience is a very simple task—just flip the switch! But we recommend that you set up a few other features first so your users get the full power of the new interface when you enable Lightning Experience. Then you need to set up the appropriate users to access Lightning Experience. You can choose to start slow and roll out the new interface to a small pilot group of users, or jump in and turn it on for everyone in your organization.
Use the Lightning Experience setup page as your control center for tackling these steps. From Setup in Salesforce Classic, click Lightning Experience in the Setup menu.
Transition to Lightning Experience: Let’s Do This! Salesforce Winter ’16 Release Notes
IN THIS SECTION:
Recommended Features for Lightning Experience
If you haven’t already, consider enabling and setting up several “supporting” features before turning on Lightning Experience. These features ensure that the new user interface is fully optimized to help your sales reps sell faster and smarter.
Set Up Users for Lightning Experience
Next up, make sure that the desired users get access to Lightning Experience. By default, the “Lightning Experience User” permission is automatically enabled for all users with a standard Salesforce profile. But you can fine-tune access to Lightning Experience with custom profiles or permission sets. Meaning you can do a limited rollout to a pilot group or enable a specific team of users who can benefit from the new interface or go for it and set your entire organization loose. The power is yours.
Turn on Lightning Experience
Are you ready? It’s easy to turn on Lightning Experience using the Lightning Experience setup page.
SEE ALSO:
Supported Editions and User Licenses for Lightning Experience
Recommended Features for Lightning Experience
EDITIONS Available in: • Group • Professional • Enterprise • Performance • Unlimited • Developer
If you haven’t already, consider enabling and setting up several “supporting” features before turning on Lightning Experience. These features ensure that the new user interface is fully optimized to help your sales reps sell faster and smarter.
Related Files
Leverage the rich features and flexibility of Salesforce Files from standard Salesforce objects and your custom objects. Add the new Files related list to page layouts, so users can upload files to records, see files associated with records, and quickly page through files in the modern, visually rich preview player.
Notes
Helps your users stay organized with our enhanced note-taking tool. It’s a breeze to create
rich-text notes and quickly relate them to specific records. When you turn on Notes, remember to add the new Notes related list to page layouts so your users can create and read notes directly from their records.
Sales Path
Make it easy for sales reps to follow your organization’s sales process and get deals to closed. Customize your opportunity stages and lead statuses, and the order you want them to appear in the Sales Path on opportunity and lead workspaces. Then take it up another notch and add your own coaching steps for each stage or status in the Sales Path.
Duplicate Management
Create duplicate rules so users are alerted if they’re about to create a duplicate record. Craft your duplicate rules to control whether and when users can create duplicate records in Salesforce.
Lead Conversion
Keep your sales process moving by allowing your sales reps to convert qualified leads to contacts, accounts, or opportunities. Add the Convert button to the Lead page layout.
Account Insights
Give your reps instant access to relevant, timely news articles about their accounts. This feature is available in English only, so if your organization uses a different primary language, you may not want this option. (For information about privacy issue with this feature, see Account Insights information in the Salesforce Help.)
Transition to Lightning Experience: Let’s Do This! Salesforce Winter ’16 Release Notes
Social Accounts, Contacts, and Leads
Keep the team up to date by letting reps link their accounts, contacts, and leads to matching Twitter profiles. Users can see Twitter user profiles and people in common in Salesforce and quickly access tweets.
Shared Activities
Represent activity relationships more accurately by letting your sales reps relate multiple contacts to individual events and tasks. Shared Activities are forever. After they’re enabled, they can’t be disabled.
SEE ALSO:
Add the Files Related List to Page Layouts
Notes: Add Important Information to Records (Generally Available) Set Up Sales Path
Alert Users to Possible Duplicate Records Quicker Than Ever
Account Insights: Provide Easy Access to News Articles in Lightning Experience
Twitter for Accounts, Contacts, and Leads: Give Reps Access to at-a-Glance Updates in Lightning Experience
Set Up Users for Lightning Experience
EDITIONS
Profiles and Permission Sets available in: both Salesforce Classic and Lightning Experience
Profiles available in:
Enterprise, Performance,
Unlimited, and Developer
Editions
Permission Sets available in:
Group, Professional,
Enterprise, Performance,
Unlimited, and Developer
Editions
Next up, make sure that the desired users get access to Lightning Experience. By default, the “Lightning Experience User” permission is automatically enabled for all users with a standard Salesforce profile. But you can fine-tune access to Lightning Experience with custom profiles or permission sets. Meaning you can do a limited rollout to a pilot group or enable a specific team of users who can benefit from the new interface or go for it and set your entire organization loose. The power is yours.
Note: You don’t have to worry about this step if you use Group Edition or Professional Edition. All of your users are automatically switched to the new interface when you turn on Lightning Experience. Users who prefer to remain in Salesforce Classic can switch themselves back via the Switcher.
It’s a different story of you have Professional Edition with Profiles enabled—read on. First things first, do you have users with standard profiles who shouldn’t get Lightning Experience yet? Move these users to custom profiles that don’t include the “Lightning Experience User” permission.
For users with custom profiles, decide who you want to move over to Lightning Experience. Consider these options.
• Want to test Lightning Experience with a small group of users? Create a permission set that includes the Lightning Experience user permission. Then apply the permission set to each of your pilot users. When you turn on Lightning Experience, only these custom profile users see the new interface.
Are you new to permission sets? Check out this walkthrough! Walk Through It: create, edit, and assign a permission set • Interested in rolling out Lightning Experience to specific custom profiles? Or ready to enable all your custom profile users? Adding
the “Lightning Experience User” permission to profiles is the fastest way to mass-enable the new user interface.
If you’re dealing with many profiles, you can tackle them at the same time with the Data Loader. But remember, with great power comes great responsibility. Take care you don’t inadvertently enable or disable other features.
Transition to Lightning Experience: Let’s Do This! Salesforce Winter ’16 Release Notes
If you’re going to limit Lightning Experience to a subset of your users, we recommend that you keep all members of a functional team on the same experience. If you have team members who often share links and work closely together, include them all in your pilot. See Gotchas If Users Switch Between Lightning Experience and Salesforce Classic for more details.
SEE ALSO:
Saying Hello to Lightning Experience Doesn’t Mean Saying Goodbye to Salesforce Classic
Turn on Lightning Experience
EDITIONS Available in: • Group • Professional • Enterprise • Performance • Unlimited • Developer USER PERMISSIONS
To view the Lightning Experience page:
• “View Setup and Configuration” To edit the Lightning Experience page:
• “Customize Application” “Modify All Data”
Are you ready? It’s easy to turn on Lightning Experience using the Lightning Experience setup page. To access the Lightning Experience setup page in Salesforce Classic, click Lightning Experience in the Setup menu.
On the Lightning Experience setup page, slide the Lightning Experience button to Enable.
Transition to Lightning Experience: Let’s Do This! Salesforce Winter ’16 Release Notes
That’s it! The next time the users you’ve enabled log in, they automatically start enjoying Lightning Experience.